Asia Fuel Oil-HSFO retains downward pressure for prompt market

Reuters
Dec 01
Asia Fuel Oil-HSFO retains downward pressure for prompt market

SINGAPORE, Dec 1 (Reuters) - Asia's high sulphur fuel oil (HSFO) market extended its weakness on Monday, with spot differentials and prompt market structure holding steadily in discounts.

Trades continued to emerge for 380-cst HSFO at steep discounts near $7 a metric ton to cargo quotes, while contango widened at the prompt months.

The market has been eyeing high supply inflows from the Middle East as well as the region.

In its latest tender, Pakistan's PARCO offered 50,000 tons of HSFO for mid-December loading from Karachi, based on information from its website as well as industry sources. The tender closes on Tuesday.

Meanwhile, the market for very low sulphur fuel oil (VLSFO) remained thinly traded, with bids and offers rangebound.

Fuel oil cracks were rangebound from last week. The VLSFO crack LFO05SGBRTCMc1 closed near a premium of $4 a barrel, while the 380-cst HSFO crack FO380BRTCKMc1 was at a discount of about $8 a barrel, data compiled by LSEG showed.

REFINERY UPDATES

- Indian refiners' crude throughput rose by 6.8% month-on-month in October to 5.50 million barrels per day (22.50 million metric tons), provisional government data showed on Monday.

OTHER NEWS

- Oil prices climbed 2% on Monday after OPEC+ members reaffirmed a plan to hold output steady and as the Caspian Pipeline Consortium halted exports after a major drone attack and U.S.-Venezuela tensions raised concerns about supply. O/R

- Chevron said that loadings of its Tengizchevroil venture's crude oil were continuing at the Russian port of Novorossiysk following a Ukrainian naval drone attack which heavily damaged key equipment.

- TotalEnergies will sell a 40% stake in two offshore exploration licenses in Nigeria to Chevron CVX.N, in a move aimed at strengthening collaboration between the French and U.S. energy giants, the company said.

- Ukrainian naval drones hit two sanctioned tankers in the Black Sea as they headed to a Russian port to load up with oil destined for foreign markets, an official said on Saturday, as Kyiv tries to pile pressure on Russia's vast oil industry.

WINDOW TRADES O/AS

- 180-cst HSFO: No trade

- 380-cst HSFO: Two trades

- 0.5% VLSFO: No trade

ASSESSMENTS

FUEL OIL

CASH ($/T)

ASIA CLOSE

CHANGE

PREV CLOSE

RIC

Cargo - 0.5% VLSFO

425.18

4.08

421.10

MFO05-SIN

Diff - 0.5% VLSFO

-0.50

0.20

-0.70

MFO05-SIN-DIF

Cargo - 180cst

343.52

-5.60

349.12

FO180-SIN

Diff - 180cst

-7.75

-0.69

-7.06

FO180-SIN-DIF

Cargo - 380cst

338.62

-4.58

343.20

FO380-SIN

Diff - 380cst

-7.00

-1.63

-5.37

FO380-SIN-DIF

Bunker (Ex-wharf) Premium - 380cst

2.00

0.00

2.00

Bunker (Ex-wharf) Premium - 0.5% VLSFO

3.00

0.00

3.00

For a list of derivatives prices, please refer to ENSWAP/INFO or the RICs below:

180cst M1

FO180SGSWMc1

180cst M1/M2

FO180SGSDMc1

380cst M1

FO380SGSWMc1

380cst M1/M2

FO380SGSDMc1

0.5% VLSFO M1

LFO05FSGMc1

0.5% VLSFO M1/M2

LFO05FSGSMc1

Cracks 180cst-Brent M1

FO180BRTCKMc1

Cracks 180cst-Dubai M1

FO180SGCKMc1

Cracks 380cst-Brent M1

FO380BRTCKMc1

Cracks 380cst-Dubai M1

FO380DUBCKMc1

Cracks 0.5% VLSFO-Brent M1

LFO05SGBRTCMc1

Cracks 0.5% VLSFO-Dubai M1

LFO05SGDUBCMc1

Visco 180cst/380cst M1

FOVISSGDFMc1

Hi-5 0.5% VLSFO/380cst M1

FO05-380SGMc1

GoFo 10PPM/0.5% VLSFO M1

GO10FO05FSGMc1

East-West M1

FOSGEWMc1

Barges M1

HFOFARAAMc1

Barges M1/M2

HFOFARAASMc1

Crack Barges-Brent M1

HFOFARAACMc1

(Reporting by Jeslyn Lerh;Editing by Tasim Zahid)

((jeslyn.lerh@thomsonreuters.com))

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